13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011780
Total reported value
$193.7M
$193.7M
63 檔
33.0%
During the Q1 2025 filing period, Schulz Wealth, LTD. (CIK: 0002011780) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $193.7M across 63 reported positions.
During Q1 2025, Schulz Wealth, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.49% | -0.98% | +3.57% | |
| 2 | VFMO | Vanguard US Momentum Factor | ETF-Other | 10.01% | — | +1.07% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.11% | -0.40% | +9.96% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.73% | -0.68% | -5.15% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 6.42% | -1.18% | -9.10% | |
| 6 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 5.21% | -0.69% | -0.93% | |
| 7 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 3.76% | -0.15% | +26.01% | |
| 8 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 3.66% | -0.44% | -5.77% | |
| 9 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 3.19% | -0.12% | -0.00% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.09% | +0.40% | +9.21% | |
| 11 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 2.83% | -0.53% | -0.52% | |
| 12 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 2.68% | -0.39% | — | |
| 13 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 2.63% | -0.41% | — | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.55% | +0.09% | — | |
| 15 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.47% | -0.17% | — | |
| 16 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 1.25% | -0.28% | — | |
| 17 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.23% | -0.13% | — | |
| 18 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.14% | -0.15% | — | |
| 19 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.02% | -0.06% | -9.96% | |
| 20 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.00% | -0.10% | +0.76% | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.93% | -0.13% | — | |
| 22 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.85% | -0.13% | — | |
| 23 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.08% | — | |
| 24 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.09% | — | |
| 25 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.63% | -0.16% | — | |
| 26 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.59% | -0.25% | -3.64% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.58% | -0.08% | +110.68% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.56% | -0.05% | -0.70% | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.53% | -0.29% | +11.31% | |
| 30 | LOCT | Innov Prm Inc 15buff ETF Oct | ETF-Other | 0.53% | -0.45% | EXIT | |
| 31 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.46% | -0.05% | — | |
| 32 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.46% | -0.06% | — | |
| 33 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.11% | — | |
| 34 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.05% | — | |
| 35 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.41% | -0.46% | EXIT | |
| 36 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.41% | -0.05% | — | |
| 37 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.39% | -0.05% | — | |
| 38 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.36% | -0.05% | — | |
| 39 | JULH | Innov Prem Inc 20 Barr-july | ETF-Other | 0.36% | -0.31% | EXIT | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.05% | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.02% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.05% | -5.63% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.28% | — | -6.50% | |
| 44 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.26% | -0.16% | EXIT | |
| 45 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.26% | -0.03% | — | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.04% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.02% | -0.61% | |
| 48 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.23% | -0.02% | — | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.23% | -0.03% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.05% | — |
According to official SEC Form 13F filings, Schulz Wealth, LTD. reported a total U.S. public equity portfolio value of $193.7M across 63 disclosed positions in Q1 2025.
During Q1 2025, Schulz Wealth, LTD.'s top holdings by market value included DFAC (18.5%)、VFMO (10.0%)、VXUS (7.1%). The largest single position, DFAC, represented 18.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VFMO, VXUS) accounted for 33.0% of total reported equity market value during Q1 2025.
In Q1 2025, Schulz Wealth, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.